Titelia

Holdings of IFP Advisors, Inc

3899 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 16.2 % of the equity sleeve

Sector breakdown

  • Technology 11.8 %
  • Funds 8.1 %
  • Financials 4.2 %
  • Communication 4.2 %
  • Industrials 3.7 %
  • Consumer discretionary 3.5 %
  • Health care 2.8 %
  • Consumer staples 2.2 %
  • Energy 1.4 %
  • Utilities 1.2 %
  • Materials 0.9 %
  • Real estate 0.3 %
  • Unattributed 55.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.2 %
  • ZA 0.2 %
  • GB 0.1 %
  • IL 0.1 %
  • NL 0.1 %
  • DK 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3,7884.3B $99.22 %
2TW47.4M $0.17 %
3ZA47.3M $0.17 %
4GB216.2M $0.14 %
5IL34.4M $0.10 %
6NL54.2M $0.10 %
7DK3896.3K $0.02 %
8IN5889.5K $0.02 %
9BR7424.7K $0.01 %
10KY14377.5K $0.01 %
11DE3223.8K $0.01 %
12CA2198.7K $0.00 %

Positions

RankCompanySharesValueWeight
3,501Ginkgo Bioworks Holdings Inc 43264 $
3,502Unitil Corp 5261 $
3,503NACCO Industries Inc 5260 $
3,504Richmond Mutual BanCorp Inc 19258 $
3,505Magnera Corp 27257 $
3,506Monro Inc 16257 $
3,507Rush Enterprises Inc 4257 $
3,508Orange County Bancorp Inc 8256 $
3,509CVRx Inc 27255 $
3,510Cricut Inc 68254 $
3,511Xencor Inc 21253 $
3,512Allegro MicroSystems Inc 8252 $
3,513Vishay Intertechnology Inc 14252 $
3,514Annovis Bio Inc 110245 $
3,515Expensify Inc 282245 $
3,516Franklin Templeton ETF Trust 9245 $
3,517Archrock Inc 7244 $
3,518Inmune Bio Inc 210237 $
3,519Timberland Bancorp Inc/WA 6237 $
3,520Ivanhoe Electric Inc / US 20236 $
3,521Vivid Seats Inc 40236 $
3,522BGC Group Inc 24235 $
3,523Heritage Financial Corp/WA 9234 $
3,524Westlake Corp 2234 $
3,525Amalgamated Financial Corp 6233 $
3,526Douglas Elliman Inc 142233 $
3,527AlTi Global Inc 64232 $
3,528Kodiak Sciences Inc 6229 $
3,529Lifevantage Corp 53229 $
3,530Claritev Corp 14229 $
3,531FVCBankcorp Inc 15228 $
3,532Franklin Street Properties Corp 341227 $
3,533SI-BONE Inc 18227 $
3,534Arcturus Therapeutics Holdings Inc 29224 $
3,535Central Pacific Financial Corp 7224 $
3,536First Western Financial Inc 9221 $
3,537GCI Liberty Inc 6221 $
3,538Phoenix Education Partners Inc 7220 $
3,539Verastem Inc 41217 $
3,540Montauk Renewables Inc 188216 $
3,541Park-Ohio Holdings Corp 9216 $
3,542AH Realty Trust Inc 39214 $
3,543Peakstone Realty Trust 10209 $
3,544Hudson Pacific Properties Inc 35207 $
3,545NextDecade Corp 27207 $
3,546Pulmonx Corp 158204 $
3,547Aviat Networks Inc 9203 $
3,548DocGo Inc 320201 $
3,549Beta Bionics Inc 20200 $
3,550Asure Software Inc 23198 $
3,551Viridian Therapeutics Inc 10196 $
3,552Diversified Healthcare Trust 29193 $
3,553GeneDx Holdings Corp 3193 $
3,554Disc Medicine Inc 3192 $
3,555CLEANCORE SOLUTIONS INC 534190 $
3,556Gemini Space Station Inc 43190 $
3,557West BanCorp Inc 8190 $
3,558Absci Corp 63189 $
3,559Rayonier Advanced Materials Inc 17188 $
3,560Blend Labs Inc 110187 $
3,561Claros Mortgage Trust Inc 78186 $
3,562ECB Bancorp Inc/MD 11184 $
3,563Distribution Solutions Group Inc 7184 $
3,564Enhabit Inc 13183 $
3,565Liquidity Services Inc 6183 $
3,566Dream Finders Homes Inc 13181 $
3,567Pure Cycle Corp 18181 $
3,568Crawford & Co 18179 $
3,569Net Power Inc 115179 $
3,570Equity Bancshares Inc 4178 $
3,571Joint Corp/The 20177 $
3,572Root Inc/OH 4177 $
3,573First Advantage Corp 15176 $
3,574Array Technologies Inc 24174 $
3,575eHealth Inc 135174 $
3,576Denali Therapeutics Inc 9173 $
3,577Modiv Industrial Inc 12172 $
3,578Black Rock Coffee Bar Inc 13168 $
3,579eGain Corp 21166 $
3,580Stoke Therapeutics Inc 5163 $
3,581CS Disco Inc 42160 $
3,582Definitive Healthcare Corp 130160 $
3,583Integra LifeSciences Holdings Corp 17160 $
3,584Acacia Research Corp 33159 $
3,585Celldex Therapeutics Inc 5159 $
3,586Octave Specialty Group Inc 34158 $
3,587BioAge Labs Inc 9157 $
3,588LENZ Therapeutics Inc 17156 $
3,589Cadrenal Therapeutics Inc 30154 $
3,590Ameresco Inc 6153 $
3,591US Gold Corp 10152 $
3,592Hillman Solutions Corp 18150 $
3,593Ibotta Inc 5150 $
3,594Immunovant Inc 6149 $
3,595OmniAb Inc 95149 $
3,596Resources Connection Inc 40149 $
3,597Federal Agricultural Mortgage Corp 1148 $
3,598Silvercrest Asset Management Group Inc 11148 $
3,599Oruka Therapeutics Inc 3147 $
3,600First Community Corp/SC 5146 $